Field Consultant II
Edward Jones, Tempe, AZ, United States
Overview
There\'s power in partnership. Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what\'s most important to them, with opportunities to innovate, collaborate and grow. What you do every day helps people achieve and protect their financial goals, with access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea. This job posting is anticipated to remain open for 30 days, from 13-Mar-2026. The posting may close early due to the volume of applicants. What You Will Do
Lead the firm\'s transformation efforts to help branch teams AND home office evolve from delivering Goals-based Advice (GBA) to Financial Planning Implement and ensure the effectiveness of GBA / Financial Planning communication and training programs in alignment with firm advice and guidance and in the context of a sound learning strategy Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, on-line and other modes of training for branch teams AND home office branch support areas on the \"what\" and the \"how\" of GBA / Financial Planning (including, IAP, Banking Solutions, Protection, EJTC, MoneyGuide Pro, Salesforce, Voice of the client, and other firm priorities) This role will particularly focus on Banking Solutions as part of Financial Planning Partner with home office support areas to skill up associates and leaders to provide consistent, acumen-building, support and coaching to branch teams on the \"what\" and \"how\" of delivering GBA / Financial Planning to clients Proactively build relationships with FAs and CSTs to serve as a financial planning SME to gain branch team confidence and enable them to deliver on our client value promise. As needed, engage directly with clients as the subject matter expert alongside Financial Advisors. Participate, support, lead as SME on all existing and developing financial planning tools and resources (Money Guide Pro, Financial Foundation, Portfolio including Builder, Rebalancer, and Screener) Participate, support, lead enterprise initiatives and cross-departmentally and in the field to meet client\'s evolving needs and deliver human centered complete wealth management Understand the current regulatory landscape and its impacts on appointment and branch team best practices, inclusive of technology Balance demands of multiple complex projects with high degree of visibility and urgency Identify, understand, and demonstrate the ability to apply and integrate goals-based advice / Financial Planning proven practices from client and branch insights into applicable branch team best practices Support key stakeholder projects to ensure comprehensive strategies are delivered to branch teams efficiently & effectively through training, tools, and policy Serve as a key contributor on enhancements and improvements to systems and branch workflow tools Ensure the communication and application of timely opportunities and risks to branch teams as they relate to client needs, branch processes and impact on different groups of our target clients Uncovers issues and suggests and implements changes to procedures, processes and plans to increase operational efficiency and effectiveness Actively contribute to the strategy, articulation and advocacy for the work of the department, area, and division Stay abreast of the changing financial services landscape and recommend appropriate training addressing potential risks to the firm, in collaboration with the division risk management team Internal title: Internal Wholesaler II Compensation and Benefits
Edward Jones\' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability, life insurance, and AD&D coverage. 401k retirement plan with tax-advantaged accounts is available. Ten paid holidays and 15 days of vacation for new associates (plus sick time, personal days, and a paid volunteer day). Bonuses and profit sharing eligibility. Employee Assistance Program. See benefits page for details. Hiring Details
Hiring Minimum:
$86,300 Hiring Maximum:
$146,700 Skills/Requirements
What Experience You Need B.A / B.S. degree required Series 7 and Series 66 required 3+ years\' experience in the financial services industry required Desire to pursue the CFP®, ChFC®, or CFA® designation Required Travel around 25% What Could Set You Apart
Knowledge of financial planning principles, technology, products, and solutions Previous experience in training, coaching, and/or consultation Advanced experience using MoneyGuide Elite or other similar financial planning software Experience working with clients as a Financial Advisor or member of a planning team IAP knowledge Candidates living within commutable distance from Tempe, AZ and St. Louis, MO home office locations expected to work in the office four days per week effective June 1, 2026; before June 1, 2026, three days per week with Tue-Thu preferred Current INTERNAL home-based associates
While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Awards & Accolades
Edward Jones is proud of its associates\' contributions and recognitions. Check out our awards and accolades pages for more information. About Us
Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholders. Our purpose is to partner for positive impact to improve lives and communities. We strive to be innovative, flexible, inclusive, and performance-driven. We value belonging and ensure associates are heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by law.
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There\'s power in partnership. Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what\'s most important to them, with opportunities to innovate, collaborate and grow. What you do every day helps people achieve and protect their financial goals, with access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea. This job posting is anticipated to remain open for 30 days, from 13-Mar-2026. The posting may close early due to the volume of applicants. What You Will Do
Lead the firm\'s transformation efforts to help branch teams AND home office evolve from delivering Goals-based Advice (GBA) to Financial Planning Implement and ensure the effectiveness of GBA / Financial Planning communication and training programs in alignment with firm advice and guidance and in the context of a sound learning strategy Serve as subject matter expert in co-creating the strategy and development of face-to-face, virtual, on-line and other modes of training for branch teams AND home office branch support areas on the \"what\" and the \"how\" of GBA / Financial Planning (including, IAP, Banking Solutions, Protection, EJTC, MoneyGuide Pro, Salesforce, Voice of the client, and other firm priorities) This role will particularly focus on Banking Solutions as part of Financial Planning Partner with home office support areas to skill up associates and leaders to provide consistent, acumen-building, support and coaching to branch teams on the \"what\" and \"how\" of delivering GBA / Financial Planning to clients Proactively build relationships with FAs and CSTs to serve as a financial planning SME to gain branch team confidence and enable them to deliver on our client value promise. As needed, engage directly with clients as the subject matter expert alongside Financial Advisors. Participate, support, lead as SME on all existing and developing financial planning tools and resources (Money Guide Pro, Financial Foundation, Portfolio including Builder, Rebalancer, and Screener) Participate, support, lead enterprise initiatives and cross-departmentally and in the field to meet client\'s evolving needs and deliver human centered complete wealth management Understand the current regulatory landscape and its impacts on appointment and branch team best practices, inclusive of technology Balance demands of multiple complex projects with high degree of visibility and urgency Identify, understand, and demonstrate the ability to apply and integrate goals-based advice / Financial Planning proven practices from client and branch insights into applicable branch team best practices Support key stakeholder projects to ensure comprehensive strategies are delivered to branch teams efficiently & effectively through training, tools, and policy Serve as a key contributor on enhancements and improvements to systems and branch workflow tools Ensure the communication and application of timely opportunities and risks to branch teams as they relate to client needs, branch processes and impact on different groups of our target clients Uncovers issues and suggests and implements changes to procedures, processes and plans to increase operational efficiency and effectiveness Actively contribute to the strategy, articulation and advocacy for the work of the department, area, and division Stay abreast of the changing financial services landscape and recommend appropriate training addressing potential risks to the firm, in collaboration with the division risk management team Internal title: Internal Wholesaler II Compensation and Benefits
Edward Jones\' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, disability, life insurance, and AD&D coverage. 401k retirement plan with tax-advantaged accounts is available. Ten paid holidays and 15 days of vacation for new associates (plus sick time, personal days, and a paid volunteer day). Bonuses and profit sharing eligibility. Employee Assistance Program. See benefits page for details. Hiring Details
Hiring Minimum:
$86,300 Hiring Maximum:
$146,700 Skills/Requirements
What Experience You Need B.A / B.S. degree required Series 7 and Series 66 required 3+ years\' experience in the financial services industry required Desire to pursue the CFP®, ChFC®, or CFA® designation Required Travel around 25% What Could Set You Apart
Knowledge of financial planning principles, technology, products, and solutions Previous experience in training, coaching, and/or consultation Advanced experience using MoneyGuide Elite or other similar financial planning software Experience working with clients as a Financial Advisor or member of a planning team IAP knowledge Candidates living within commutable distance from Tempe, AZ and St. Louis, MO home office locations expected to work in the office four days per week effective June 1, 2026; before June 1, 2026, three days per week with Tue-Thu preferred Current INTERNAL home-based associates
While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends to continue offering the role as home-based, though future business or regulatory needs may require on-site work. Awards & Accolades
Edward Jones is proud of its associates\' contributions and recognitions. Check out our awards and accolades pages for more information. About Us
Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholders. Our purpose is to partner for positive impact to improve lives and communities. We strive to be innovative, flexible, inclusive, and performance-driven. We value belonging and ensure associates are heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by law.
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